AIM

Anchor Investment Management Portfolio holdings

AUM $1.23B
1-Year Est. Return 18.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$254M
AUM Growth
+$9.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$558K
3
+$434K
4
DG icon
Dollar General
DG
+$417K
5
SPGI icon
S&P Global
SPGI
+$396K

Top Sells

1
+$422K
2
+$279K
3
+$212K
4
SWKS icon
Skyworks Solutions
SWKS
+$191K
5
HMC icon
Honda
HMC
+$185K

Sector Composition

1 Healthcare 15.26%
2 Industrials 12.33%
3 Financials 12.31%
4 Technology 10.22%
5 Consumer Staples 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.01M 0.4%
30,852
+2,232
77
$955K 0.38%
15,712
-515
78
$907K 0.36%
20,061
79
$902K 0.36%
83,367
80
$896K 0.35%
9,353
-108
81
$887K 0.35%
24,900
+4
82
$834K 0.33%
19,122
+1,188
83
$791K 0.31%
7,820
84
$790K 0.31%
43,725
-2,325
85
$786K 0.31%
10,090
+509
86
$785K 0.31%
8,784
+450
87
$782K 0.31%
4,840
-231
88
$781K 0.31%
10,558
+1,897
89
$762K 0.3%
18,197
+46
90
$758K 0.3%
13,610
+7,982
91
$748K 0.3%
4,160
-405
92
$724K 0.29%
8,938
+1,390
93
$715K 0.28%
12,495
+325
94
$711K 0.28%
4,673
-20
95
$709K 0.28%
13,240
-460
96
$688K 0.27%
12,283
-2,300
97
$683K 0.27%
5,760
98
$658K 0.26%
9,692
-96
99
$656K 0.26%
8,405
+4,660
100
$645K 0.25%
11,904
-1,040
2 3
4
5 6